Premium Dashboard
This dashboard displays a list of customers with their current and prior sales and order count totals for the active filters.
Select the Delivered Sales or Written Sales radio button to change the data displayed.
Delivered Sales
RFMS orders that have been job costed with a delivered date.
Written Sales
Written Sales are Orders created in the RFMS system. A written sale is based on the order date. If a written sale has been delivered and job costed, it will still be considered part of the written sales for the selected order date.
Report Columns
Customer Name: Customer name from RFMS Core system.
(is missing) implies the Customer Name is not associated correctly with an order. Open the order in RFMS and associate the customer from the Customer file in RFMS. BI will update the following day.
Customer Number: Customer number from the RFMS Core system.
My Customer Type: Customer type as set in the RFMS Core system.
Customer Active: Indicates whether the customer is set to active in the RFMS Core system.
Sales Current: Total net sales for customer for the current period for the selected customer.
Sales Prior: Total net sales for customer for the prior period for the selected customer.
Sales Change $: Change in dollars of total net sales from the current period compared to the prior period for the selected customer.
Sales Change %: Percent change of total net sales from the current period compared to the prior period for the selected customer.
GM Current: Net sales revenue minus cost of goods sold, divided by net sales revenue for the selected customer in the current period.
GM Prior: Net sales revenue minus cost of goods sold, divided by net sales revenue for the selected customer in the prior period.
GM Change: Percent change in gross margin from the current period compared to the prior period for the selected customer.
Order Count Current: Number of orders for the selected customer in the current period.
Order Count Prior: Number of orders for the selected customer in the prior period.
Order Count Change: Change in order count from the current period compared to the prior period for the selected customer.
Total Orders: Order Count Current + Order Count Prior.
Clicking on any customer within the Customer List dashboard will open only that specific customer in the Customer Performance dashboard as shown below.
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